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Issue number 147
- 18 Mar 04
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Feature Articles
The issue of human governance
18 Mar 2004
Some believe that regulation can protect against incompetents and crooks. But the answer lies in investor vigilance as well as corporate governance.
Defensive portfolio update
18 Mar 2004
It’s been a lacklustre few months for this group of stocks. But that’s the way we like things for our defensive portfolio.
Investors College Articles
Dividend franking explained
18 Mar 2004
After last issue’s complicated explanation of equity accounting, this issue we’re getting back to basics with an explanation of dividend imputation.
Stocks in Detail
Computershare rides the cycle
(CPU)
18 Mar 2004
(Hold for the Upside - $3.31)
A recovering sharemarket has pushed this share registry back into the limelight. But with the shares up 121% in the past 12 months, is it now time to...
Ansell cleans up its act
(ANN)
18 Mar 2004
(Better Value Elsewhere - $6.95)
After years of turmoil, Ansell is finally starting to deliver. But do you really want to pay a PER of 15 for a manufacturing business?
Caltex on the up and up (for now)
(CTX)
18 Mar 2004
(Sell - $6.86)
In hindsight we were too pessimistic on this oil refiner. But our cynicism serves us well in general and, we believe, will be vindicated in this case.
Pacific Brands dons its glad rags
(PBG)
18 Mar 2004
(Hold - N/A)
After being cast off by Pacific Dunlop, Pacific Brands is fresh from a makeover and ready to list. But is it dressed for success?
Good times roll at Macquarie
(MQG)
18 Mar 2004
(Long Term Buy - $34.17)
In hindsight, we shouldn’t have been so quick to downgrade this investment bank in issue 141/Nov 03. Here, we explain why we’re upgrading once again.
Industrial property trust round-up
(DIT)
18 Mar 2004
(Hold for Yield - $1.910)
There’s plenty of money being made in industrial property right now, but we suspect investors will eventually pay the price for it.
Industrial property trust round-up
(MGI)
18 Mar 2004
(Hold for Yield - $1.700)
There’s plenty of money being made in industrial property right now, but we suspect investors will eventually pay the price for it.
Ticor a takeover target
(TOR)
18 Mar 2004
(Hold for the Upside - $1.350)
This miner is going about its usual business of playing in the sand. But bigger fish seem to be staking a claim.
Cochlear’s latest challenge
(COH)
18 Mar 2004
(Buy - $19.04)
A left-field event has knocked a few more dollars off the share price since last issue. So what now?
Time for a turnaround at ERG?
(VID)
18 Mar 2004
(Sell - $0.840)
This former boom-time darling seemed like a reasonable stock to consider given its current unloved status.
APN’s lovely little monopolies
(APN)
18 Mar 2004
(Long Term Buy - $3.72)
This media company owns lots of regional monopolies and its management team puts Fairfax to shame. In fact, for shareholders’ sake, we’d love to see...
Stocks in Brief
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Aristocrat Leisure Limited
(ALL)
18 Mar 04
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Alinta Limited
(AAN)
18 Mar 04
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Axon Instruments Inc
(AXN)
18 Mar 04
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David Jones Limited
(DJS)
18 Mar 04
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FKP Ltd
(FKP)
18 Mar 04
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Grand Hotel Group
(GHG)
18 Mar 04
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Great Southern Plantations Limited
(GTP)
18 Mar 04
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ION Limited
(ION)
18 Mar 04
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KAZ Group Limited
(KAZ)
18 Mar 04
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Great Southern pulp-itations
(GTP)
18 Mar 04
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Mayne buyback
(MAY)
18 Mar 04
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Three Tabs
(TAB)
18 Mar 04
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Aristocrat Leisure Limited
(ALL)
18 Mar 04
»
Australia & New Zealand Banking Group Limited
(ANZ)
18 Mar 04
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Burns, Philp & Company Limited
(BPC)
18 Mar 04
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Colorado Group Limited
(CDO)
18 Mar 04
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Grand Hotel Group
(GHG)
18 Mar 04
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James Hardie Industries Limited
(JHX)
18 Mar 04
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National Australia Bank Limited
(NAB)
18 Mar 04
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Publishing & Broadcasting Limited
(CMJ)
18 Mar 04
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Santos Limited
(STO)
18 Mar 04
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STW Communications Group Limited
(SGN)
18 Mar 04
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Telstra Corporation Limited
(TLS)
18 Mar 04
»
Westpac Banking Corporation
(WBC)
18 Mar 04
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Thu 11 Mar 2010 1:19 
